A Full Service Financial Consulting Firm
The investment climate has never been more exciting or more challenging than it is today.Click below to learn more about the “what’s” and “how longs” of transferring.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Kris Thorvaldson
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
Artificial Intelligence: The Antidote To Fed Policy? | Weekly Market Commentary | June 24, 2024
Developments in artificial intelligence may be the antidote for an aging population, but it takes time for these advancements to work themselves into the fabric of our nation’s businesses. The impact of new developments can persist in markets, so investors need to carefully discern what could be different this time around.
Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
Fed meetings have been important drivers of market performance, especially in the Treasury market.
Sign Up to Receive Our Newsletter